Filed July 19, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $470,970 | $71,829+555.7% | $69,780+574.9% | $142,382+230.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 15.88% | 31.01%-15.1pp | 26.31%-10.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,178 | $4,385+18.1% | $4,168+24.2% | $4,299+20.4% |
| Participant deferral / active EE | $11,640 | $6,819+70.7% | $6,164+88.8% | $6,507+78.9% |
| Admin fee / account holder | $3,415 | $7,818-56.3% | $7,285-53.1% | $12,624-72.9% |